Fintechfun with Chris Titley · 2025-08-03 · 44 min
Episode Summary In this episode of the Fintech Fun podcast, Chris Titley sits down with Jason Leong, CEO and co-founder of PocketSmith, a bootstrapped New Zealand fintech helping households worldwide take control of their finances. Jason shares the 17-year journey of transforming PocketSmith from a simple cash flow calendar into a global platform used in 190 countries. He explains the concept of the “home CFO,” why true financial data ownership matters, and how Consumer Data Right (CDR) in Australia is reshaping open banking. From handling unexpected expenses to tackling bill shock, Jason discusses practical budgeting approaches, the psychology of money management, and how PocketSmith adapts to the evolving needs of budget planners, investors, and digital nomads. He also opens up about the role AI should play in personal finance, cultural differences in money mindsets, and his personal passions for travel hacks and sneaker collecting. Tune in to discover how you can become your own “pocket smith,” crafting a financially confident future for yourself and your household. Time Stamps 00:00 - 00:14: Introduction to Jason Leong and PocketSmith’s global reach.
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